Underwriting Assistant - Remote

Overview

The Underwriting Assistant supports the underwriting team by managing administrative tasks and facilitating the pre-underwriting process, ensuring timely, informed underwriting decisions.

In Short

• Manage submission intake and track new business using Excel and Excel Online
• Review and clear new business submissions
• Enter submission data into the Policy Administration System
• Communicate with agents to obtain required or missing information
• Complete initial data entry on the Risk Analysis Worksheet (RAW)
• Assign submissions to appropriate underwriters with attention to detail
• Email policies and welcome kits to agents and policyholders
• Process loss run and experience modification worksheet requests
• Assist with preparation of renewal quotes
• Bind and issue policies in the Policy Administration System

Requirements

• 3–5 years of administrative experience preferred
• Prior experience in workers’ compensation insurance strongly desired
• Proficient in Microsoft Office, particularly Excel
• Strong attention to detail with a high degree of accuracy
• Ability to thrive in a fast-paced, customer-focused environment
• Reliable and punctual, including in remote work settings
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• Maintains confidentiality of sensitive information

Benefits

• Participate in training, workshops, and conventions
• Enhance underwriting knowledge using resources such as IRMI and NCCI
• Perform additional tasks and special projects as assigned